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BRK-B vs IGA

BRK-B
Berkshire Hathaway Inc.
NEUTRAL
Price
$479.75
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
85%
IGA
Voya Global Advantage and Premium Opportunity Fund
NEUTRAL
Price
$9.66
Market Cap
$148.2M
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-B
15.46
IGA
8.26
Forward P/E
BRK-B
22.06
IGA
--
P/B Ratio
BRK-B
0.0
IGA
0.92
P/S Ratio
BRK-B
2.79
IGA
30.03
EV/EBITDA
BRK-B
-2.12
IGA
--

Profitability

Gross Margin
BRK-B
26.15%
IGA
100.0%
Operating Margin
BRK-B
32.96%
IGA
72.32%
Profit Margin
BRK-B
18.03%
IGA
364.8%
ROE
BRK-B
9.81%
IGA
11.29%
ROA
BRK-B
5.11%
IGA
1.29%

Growth

Revenue Growth
BRK-B
-0.7%
IGA
2.8%
Earnings Growth
BRK-B
-2.5%
IGA
-38.0%

Financial Health

Debt/Equity
BRK-B
0.19
IGA
--
Current Ratio
BRK-B
7.07
IGA
3.16
Quick Ratio
BRK-B
6.62
IGA
1.95

Dividends

Dividend Yield
BRK-B
--
IGA
10.56%
Payout Ratio
BRK-B
0.0%
IGA
87.18%

AI Verdict

BRK-B NEUTRAL

The deterministic health profile is weak, highlighted by a Piotroski F-Score of 3/9, indicating deteriorating operational efficiency and profitability trends. While the company maintains a fortress balance sheet with a Debt/Equity ratio of 0.19 and a Current Ratio of 7.07, the stock is trading at a significant premium to its growth-based intrinsic value of $217.21. Negative YoY revenue and earnings growth, coupled with a bearish technical trend, offset the positive analyst sentiment and long-term historical performance.

Strengths
Exceptional liquidity with a Current Ratio of 7.07
Very low leverage (Debt/Equity 0.19)
Strong operating margins at 32.96%
Risks
Significant overvaluation relative to intrinsic value ($479.75 vs $217.21)
Negative YoY earnings growth (-2.50%) and revenue growth (-0.70%)
Weak Piotroski F-Score (3/9) suggesting declining financial health trends
IGA NEUTRAL

IGA presents a classic value trap profile, characterized by a stable Piotroski F-Score of 5/9 and a current price ($9.66) trading significantly below its Graham Number ($16.60) and book value (P/B 0.92). While the fund offers an attractive 10.56% dividend yield and a very low P/E of 8.26 relative to the sector, these strengths are offset by a severe -38% collapse in earnings growth and a completely bearish technical trend (0/100). The discrepancy between the defensive fair value and the growth-based intrinsic value ($8.19) suggests the market is pricing in the earnings decline. Overall, the asset is fundamentally cheap but lacks a growth catalyst.

Strengths
Trading below book value (P/B 0.92)
Significant discount to Graham Number ($16.60)
Very high dividend yield of 10.56%
Risks
Severe earnings contraction (-38% YoY)
Bearish technical momentum (Technical Trend: 0/100)
Stagnant revenue growth (2.80%)

Compare Another Pair

BRK-B vs IGA: Head-to-Head Comparison

This page compares Berkshire Hathaway Inc. (BRK-B) and Voya Global Advantage and Premium Opportunity Fund (IGA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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